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Executive Assistant to Client Facing Team at Midtown Investment Firm--5x a week in person

new york, NY

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Job description

Executive AssistantOur client, a leading diversified financial services and investment firm, is seeking an experienced, highly organized Executive Assistant to support a client-facing team of approximately five professionals responsible for managing relationships with clients and prospective investors. This is a fast-paced role with a significant focus on complex travel, calendar management, and the coordination of client meetings and events. The EA will work closely with the client-facing team, Marketing, and other Executive Assistants across the firm. The original role is designed to support multiple members of this team, with high-volume travel and calendar management at the center of the position. The ideal candidate is someone who thrives in a high-volume environment where schedules and travel plans can change quickly. This person should be able to work with speed and accuracy, remain calm when priorities shift, and take complete ownership of keeping a busy, frequently traveling team organized and on schedule. Strong attention to detail, responsiveness, and the ability to anticipate what needs to happen next will be critical. This is a great opportunity for an experienced EA who enjoys supporting a client-facing team, is particularly strong with complex travel and logistics, and wants to join a high-performing investment firm where they can take meaningful ownership of their work.ResponsibilitiesProvide Executive Assistant support to approximately five professionals on a client-facing teamCoordinate a high volume of domestic and international travel, including flights, hotels, ground transportation, and detailed multi-city itinerariesManage real-time travel changes, including rebooking flights, adjusting accommodations, and reorganizing itineraries as meetings and priorities shiftManage multiple fast-moving calendars and schedule client and prospect meetings across multiple time zonesProactively resolve scheduling conflicts and adjust calendars as priorities evolveCoordinate logistics for client meetings, conferences, and events, working closely with client offices, venues, and internal teamsPrepare detailed itineraries, agendas, and meeting materials ahead of client visits and travelBuild and maintain trackers for upcoming trips, conferences, events, and recurring commitmentsPlan ahead for meetings, travel, and events that require significant lead timeProcess expense reports and invoices accurately and in a timely mannerServe as a key administrative point of contact for the professionals supportedMaintain organized records of travel, meetings, and outstanding itemsHandle confidential client and business information with discretionPartner closely with other Executive Assistants and teams across the firmRequirements3+ years of Executive Assistant experience supporting multiple senior professionals in a fast-paced financial services or professional services environmentDemonstrated experience coordinating a high volume of domestic and international travelStrong experience managing complex, multi-city itineraries and last-minute or same-day travel changesProven ability to manage several calendars simultaneously across multiple time zonesAble to reprioritize quickly as schedules and travel plans change while maintaining strong attention to detailHighly organized with the ability to keep track of multiple open items across concurrent schedules and tripsClear, concise, and polished written and verbal communication skillsComfortable communicating directly with clients and external officesStrong judgment and discretion when handling confidential client and business informationProactive, responsive, and able to take ownership with minimal oversightStrong problem-solving skills and ability to remain composed when plans changeProficiency with Microsoft Office, particularly Outlook, and common collaboration toolsExperience supporting sales, client relationship, or investor relations teams strongly preferredExperience working with corporate travel agencies or travel management platforms is a plusExperience using AI tools to improve individual or team productivity is a plusHours & LocationMonday through Friday, 9:00 AM–5:30 PMFully in-office, 5 days per weekFlexibility for occasional extended hours as neededCompensation & Benefits$150–200K total compensation, including base salary + discretionary bonus100% employer-paid medical, dental, and vision coverage401(k) with 4% employer matchUnlimited PTOComprehensive benefits package and additional employee perks

Worksite address

new york, NY, 10001, US

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